TRUENORTH WEALTH & IMPACT, LLC
CRD #321238 SEC #801-125773 JOPLIN, MO 417-434-9400
SEC Registered
Total AUM
$432.1M
Discretionary
$330M
Employees
5
Clients
1
Accounts
1,538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $432.1M | $330M | $102M | 5 | 8 |
| Mar 2025 | $432.1M | $330M | $102M | 5 | 8 |
| Oct 2024 | $426.1M | $306.9M | $119.2M | 4 | 7 |
| May 2024 | $426.1M | $306.9M | $119.2M | 4 | 7 |
| Feb 2024 | $426.1M | $306.9M | $119.2M | 4 | 7 |
| Dec 2023 | $392.6M | $308.4M | $84.2M | 4 | 5 |
| Mar 2023 | $392.6M | $308.4M | $84.2M | 4 | 5 |
| Sep 2022 | $343.8M | $314.8M | $29M | 3 | 0 |
| Apr 2022 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$432.1M
Discretionary$330M
Non-Disc.$102M
Employees5
Clients8
DateMar 2025
Total AUM$432.1M
Discretionary$330M
Non-Disc.$102M
Employees5
Clients8
DateOct 2024
Total AUM$426.1M
Discretionary$306.9M
Non-Disc.$119.2M
Employees4
Clients7
DateMay 2024
Total AUM$426.1M
Discretionary$306.9M
Non-Disc.$119.2M
Employees4
Clients7
DateFeb 2024
Total AUM$426.1M
Discretionary$306.9M
Non-Disc.$119.2M
Employees4
Clients7
DateDec 2023
Total AUM$392.6M
Discretionary$308.4M
Non-Disc.$84.2M
Employees4
Clients5
DateMar 2023
Total AUM$392.6M
Discretionary$308.4M
Non-Disc.$84.2M
Employees4
Clients5
DateSep 2022
Total AUM$343.8M
Discretionary$314.8M
Non-Disc.$29M
Employees3
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0